Louis Brunning is a financial advisor with WealthPLAN Partners in Omaha, NE, holding a Series 65 license and six years of industry experience. His prior roles include positions at Securities America Advisors, Mutual of Omaha Investor Services, and Northern Natural Gas. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients such as foundations and nonprofits. The firm employs a diversified investment approach across mutual funds, ETFs, individual securities, and alternative strategies, generally managing client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.

Michael Schudel is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding CFP® and ChFC® designations with 12 years of industry experience. His prior work includes roles at AE Wealth Management, Retirement Wealth Advisors, and Carson Wealth. SMART Wealth serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory, portfolio management, and financial planning. The firm offers a Private Wealth Partners division for clients with $5 million or more in investable assets and generally manages discretionary portfolios using in-house model strategies, sub-advisers, or turnkey platforms.

Allison Cerven is a CFP®-certified financial advisor with 12 years of industry experience, currently at Cornerstone Financial Group, LLC. Her prior work includes roles at TS Bank and Callahan Financial Planning Company. Cornerstone Financial Group provides financial planning and discretionary asset management to individuals, families, high-net-worth clients, and institutional accounts. The firm manages diversified portfolios using a range of investment vehicles and employs both fundamental and technical analysis within a discretionary trading framework.

Jay Kammerer is a financial advisor at Stonebridge Wealth Systems LLC in Omaha, NE, with five years of industry experience. He holds a Series 66 designation and previously worked at First Command Insurance Services, Inc., First Command Advisory Services, Inc., First Command Brokerage Services, Inc., and Pathfinders Strategic Partners. Stonebridge Wealth Systems LLC provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) fiduciary services to individuals, high net worth clients, trusts, and retirement plans. The firm uses a combination of in-house and outsourced managers to construct portfolios aligned with client goals and risk tolerance, employing several analytical methods and ongoing oversight of sub-advisors.

Hope Dogbevia is a CFP® with three years of experience and is currently an advisor at Keystone Financial Services, LLC. Prior to joining Keystone, she worked at Clarkson College and Summitsoft Corporation. She is also involved with I See It Ventures, Inc., a business management company where she provides bookkeeping and payroll services. Keystone Financial Services offers discretionary investment management and advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a long-term, client-specific investment approach using ETFs, mutual funds, stocks, and bonds, and combines investment management with tax preparation, accounting, and business consulting services.

Travis Portwood is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Allen Capital Group, LLC since 2018. His prior experience includes roles at Montage Securities, LLC and Mariner Wealth Advisors. Allen Capital Group, LLC provides advisory services to individuals, retirement plans, trusts, corporations, charitable organizations, and private funds. The firm employs a long-term, individualized investment approach combining fundamental equity analysis with active and passive strategies, and manages approximately $1.22 billion in discretionary assets.

Michael Bridgman is a ChFC® credentialed financial advisor with 26 years of industry experience, currently serving at Cambridge Advisors Inc since 1999. He is based in Omaha, NE, and holds Series 63 and Series 65 licenses. Cambridge Advisors Inc. serves individuals, families, retirement plans, and not-for-profit organizations with customized investment management and financial planning services. The firm emphasizes diversified asset allocation and a fundamental growth-at-a-reasonable-price approach, managing over $600 million with a small, employee-owned team.

Aaron Homan is a financial advisor at Prairie Wealth Advisors, Inc. in Omaha, NE, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Investment Services LLC and FBL Financial Group. Prairie Wealth Advisors serves individual clients, including high-net-worth households, as well as pension plan sponsors, trusts, charitable organizations, and pooled investment vehicles. The firm offers portfolio and asset management, financial planning, pension consulting, and investment management for privately offered pooled vehicles, using a range of investment strategies and periodic account reviews.

Caitlin Leibman is a financial advisor at Leibman Financial Services, Inc. with three years of industry experience. She holds the Series 66 designation and has worked with LPL Financial since 2018. Prior to her advisory roles, she was employed at Doane University from 2014 to 2020. Leibman Financial Services provides investment advisory and planning services to individuals, trusts, estates, and business entities, including high-net-worth clients. The firm employs a value-oriented, long-term investment strategy with tactical asset allocation and fundamental analysis, offering both discretionary and non-discretionary asset management along with portfolio monitoring and written financial plans.

James Brauer is a financial advisor at Cornerstone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Comcast Corporation for eleven years. Cornerstone Financial Group, LLC provides financial planning and investment advisory services to individuals, families, high net worth clients, and institutions. The firm manages diversified portfolios using mutual funds, ETFs, individual equities, bonds, and other securities, employing both fundamental and technical analysis with asset allocation as the primary portfolio construction method.

Justin Sholin is a CFP® professional with 15 years of industry experience, currently practicing at Keystone Financial Services, LLC. He has held roles at Private Client Services and CETERA Advisor Networks, and has been with Keystone Financial since 2010. Outside of advising, he is a partial owner of Aspiring Eagles, a local office rental business. Keystone Financial Services is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized, primarily long-term investment management and financial planning, utilizing ETFs, mutual funds, and individual securities while providing ongoing client contact and discretionary portfolio management.

Joshua Cheatle is a financial advisor at SMART Wealth, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has worked at firms including Retire SMART LLC, LPL Enterprise, Pruco Securities, LLC, and Prudential Insurance Company of America. SMART Wealth serves individual and high-net-worth households with retirement income strategies, portfolio management, and financial planning. The firm manages discretionary portfolios using in-house models and sub-advisers, and operates a Private Wealth Partners division focused on affluent clients with $5 million or more in investable assets.

Jason Wintersteen is a financial advisor at Stevens Capital Partners with 12 years of industry experience. He holds the Series 66 designation and has worked at Td Ameritrade, Inc., FBL Financial Group, and FBL Marketing Services before joining Stevens Capital Partners in 2021. Stevens Capital Partners is an SEC-registered advisory firm that serves individuals, charitable organizations, and businesses, managing approximately $810 million in assets. The firm provides personalized investment management, collaborates with outside managers, and offers project-based financial planning, utilizing fundamental analysis and modern portfolio theory to guide portfolio construction.

Myles Anderson is a financial advisor with The Patriot Financial Group, LLC in Omaha, NE, holding a Series 65 credential and two years of industry experience. He has worked at Unified Legacy Advisors and The Patriot Financial Group Insurance Agency and has prior experience in hospitality and retail. Anderson is also an insurance producer involved in selling annuity and life insurance products suitable to clients' situations. The Patriot Financial Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing various analytical methods and a range of investment options including mutual funds, ETFs, private equity, and advisory annuities.

Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm operates through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Jeremy Stalcup is a financial advisor with Mutual Advisors, LLC in Omaha, NE, holding a Series 66 designation and 14 years of industry experience. His work history includes roles at Mutual Securities, Inc., Sowell Management Services, MSI Financial Services, Inc., and Pacific West Financial Consultants Inc. Outside of advisory work, he serves as a board member, coach, and mentor for the CrossOver Basketball league under STEP Ministries, a nonprofit organization. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios through a mix of active and passive strategies and employs multiple analytical approaches to tailor investment solutions across various account types.

Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.

Justin Gibson is a financial advisor at Gladstone Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Silverleaf Advisor Group and LPL Financial. Gibson is also the president and owner of Roxie LLC, an outside business activity he has maintained since 2013. Gladstone Wealth Partners serves individuals, corporations, pension plans, and charitable organizations through a network of nearly 100 advisers. The firm offers discretionary portfolio management and retirement plan consulting, employing diverse investment strategies including individual securities, mutual funds, alternative investments, and tax-managed approaches.

Cameron Kozol is an investment advisor representative with Thrivent Advisor Network, LLC and a registered representative with Thrivent Investment Management, Inc., holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Orion Advisory Technology and Charles Schwab. Prior to entering the financial industry, he worked in lawn care and landscaping. Thrivent Advisor Network provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, businesses, and retirement plans, offering portfolio management, financial planning, and access to independent managers and model portfolios. The firm employs diversified, long-term investment strategies using low-cost mutual funds, ETFs, and other investment vehicles.

Matthew Eglseder is a CFP® with eight years of industry experience, currently serving as an advisor at Bridges Investment Management, Inc. in Omaha, NE. His prior experience includes roles at RBC Capital Markets, TD Ameritrade, and Tributary Capital Management. He is also a director of the Financial Planning Association of Nebraska. Bridges Investment Management is a multi-team registered investment adviser managing approximately $11.3 billion. The firm provides investment management, financial planning, pension consulting, and related services to a wide range of clients, employing a client-driven process with a long-term, fundamental analysis approach.